Podcasts

Bill Bynum is CEO of HOPE (Hope Enterprise Corp., Hope Credit Union and Hope Policy Institute), a family of organizations that provides financial services; leverages resources; and engages in policy analysis to strengthen communities, build assets and improve lives in Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

Lauren M. Schadle is CEO of the Financial Planning Association.

Zachary Jarvinen is head of technology strategy, AI and analytics at OpenText.

Rob Mesirow is a principal at PwC’s Connected Solutions.

The company’s Benefit Scout offering aims to help employees better understand their insurance offerings and the amount of coverage to select.

HandsFree Health developed its WellBe virtual assistant to help people navigate the healthcare system, including out-of-pocket expenses for care.

“It’s an extension of their brand,” Financial Finesse CEO Liz Davidson says.

Mikko Rieger is senior vice president of consumer management services for Nets.

By educating employees about the importance of incubating saver’s credits, employers can make them less likely to cash out their 401(k)s when they change jobs.

The retailer’s move marks an exciting opportunity for the largely misunderstood and underutilized savings tools.